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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
251
Millennium Management
New York
$587K -$112K -10,224 -16%
LBC
252
Lowe Brockenbrough & Co
Virginia
$581K +$45.1K +4,128 +8%
Bank of New York Mellon
253
Bank of New York Mellon
New York
$573K -$104K -9,486 -15%
LAIC
254
Lederer & Associates Investment Counsel
California
$545K -$23.9K -2,190 -4%
VCM
255
Vigilant Capital Management
Maine
$540K -$67.7K -6,192 -11%
MSS
256
Mitchell Sinkler & Starr
Pennsylvania
$536K +$394 +36 +0.1%
FWM
257
Focused Wealth Management
New York
$533K +$494K +45,228 +1,401%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$522K
MIA
259
MainStreet Investment Advisors
Illinois
$522K
WAM
260
Weatherly Asset Management
California
$521K +$90.5K +8,280 +21%
SWM
261
SVA Wealth Management
Wisconsin
$520K -$22.3K -2,040 -4%
OCM
262
One Capital Management
California
$517K -$12.5K -1,140 -2%
HA
263
Harborview Advisors
Maine
$517K +$70.5K +6,444 +16%
PIA
264
Peachtree Investment Advisors
Georgia
$510K +$7.87K +720 +2%
CA
265
Callahan Advisors
Texas
$494K -$2.75K -252 -0.6%
IFS
266
Ifrah Financial Services
Arkansas
$490K +$11.3K +1,038 +2%
CBA
267
Coastal Bridge Advisors
Connecticut
$488K
Vanguard Capital Wealth Advisors
268
Vanguard Capital Wealth Advisors
Colorado
$488K +$66 +6 +0%
LYV
269
Live Your Vision
Pennsylvania
$480K +$1.05K +96 +0.2%
ATC
270
Argent Trust Co
Tennessee
$478K +$476K +43,542 New
PP
271
Pegasus Partners
Wisconsin
$469K -$661K -60,450 -59%
GG
272
Gofen & Glossberg
Illinois
$462K +$1.97K +180 +0.4%
AI
273
Atria Investments
North Carolina
$459K -$51.8K -4,734 -10%
SBSB
274
Sullivan, Bruyette, Speros & Blaney
Virginia
$449K -$46.5K -4,254 -9%
BWA
275
BlueSky Wealth Advisors
North Carolina
$440K -$103K -9,402 -19%